Business Details
About
Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future.
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy
Location
Edward Jones - Financial Advisor: William D Potthoff
301 Orchard, St Clair, MI
48079, United States
Hours
Reviews
5.0
5 reviews
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5
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- SKShaun KellyApr 21, 20205.0Will has been great managing my retirement funds and doesn't pressure me into decisions. He seems to be knowledgeable and has been easy to reach when I need him.
- LTLisa TrombleyApr 22, 20195.0Love the personalized attention. Finally feel like we understand our plan!
Frequently Asked Questions About Edward Jones - Financial Advisor: William D Potthoff
What financial services does Edward Jones - Financial Advisor: William D Potthoff offer?
Edward Jones offers personalized investment services including retirement planning, education savings, and tax-efficient investment strategies tailored to your individual needs.
Where is Edward Jones - Financial Advisor: William D Potthoff located?
The office is located at 301 Orchard, Suite 1, St Clair, MI 48079, United States.
What are the regular business hours of Edward Jones - Financial Advisor: William D Potthoff?
The office is open Monday through Friday from 8:00 AM to 4:00 PM and is closed on Sundays and Saturdays except by appointment on Saturdays.
How can I schedule an appointment with William D Potthoff?
You can schedule an appointment by visiting the contact page on Edward Jones' website for William D Potthoff or contacting the office by phone or email.
Is there a mobile app available to manage investments with Edward Jones?
Yes, Edward Jones has mobile apps available on both Android and iOS platforms to help manage investments conveniently.
What languages are spoken at Edward Jones - Financial Advisor: William D Potthoff?
The services at this Edward Jones branch are offered in English.
What nearby points of interest can I visit before or after my appointment at Edward Jones?
Nearby places include the Farmers' Market for fresh produce, Mannina's Italian Restaurant for dining, and Cap'n Jim's Gallery if you are interested in art and jewelry.
Are there any nearby financial or real estate services to Edward Jones in St Clair?
Yes, nearby financial and real estate services include Wellington Financial Strategies, St. Clair Real Estate, Michelle Bittner-Realtor, Stephanie Pilat Realtor, and PetersonSoldIt.
What nearby amenities are available to visitors of Edward Jones in St Clair?
Visitors can find amenities such as the UPS Authorized Shipping Provider for parcel services, Viking Fitness St. Clair for workouts, and local beauty salons like Nailsby.rsposite and Beeutyhive.
How can customers find Edward Jones - Financial Advisor: William D Potthoff via public transportation or rideshare?
While specific transit stations are not listed, customers can use available rideshare options like Uber to reach Edward Jones conveniently.